Cl Wealth Management LLC

Cl Wealth Management LLC (CRD# 134922) is a financial advisory firm headquartered in New York, NY. They manage $146,240,399 in 1,189 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    1,189
    ACCOUNTS
  • Average Account Value
    $122,994
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, DE, FL, GA, IA, IL, MA, MD, MN, MO, MT, NE, NH, NJ, NY, OK, OR, PA, RI, SD, TX, VA, WI, WV

Financial Advisors at Cl Wealth Management LLC
Showing 1 - 10 of 54 top financial advisors.
1
Lamindy C. Brandon-Joseph
CRD#: 2591953
200 Vesey Street, 24th Floor, New York, NY 10281
96
Wealthminder
score

Lamindy Brandon-Joseph (CRD# 2591953) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 12 years of experience in the finance industry. Lamindy Brandon-Joseph has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William A. Brooks
CRD#: 4856808
Rehoboth Beach, DE
96
Wealthminder
score

William Brooks (CRD# 4856808) is an Investment Advisor Representative working at Cl Wealth Management LLC in Rehoboth Beach, DE and has over 13 years of experience in the finance industry. William Brooks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Warren R. Goodroad
CRD#: 1893814
200 Vesey Street, 24th Floor, New York, NY 10281
96
Wealthminder
score

Warren Goodroad (CRD# 1893814) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 29 years of experience in the finance industry. Warren Goodroad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Lambert B. Hermelink
CRD#: 243918
200 Vesey Street, 24th Floor, New York, NY 10281
96
Wealthminder
score

Lambert Hermelink (CRD# 243918) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 23 years of experience in the finance industry.

5
Malcolm R. Warneford-Thomson
CRD#: 4802657
200 Vesey Street, 24th Floor, New York, NY 10281
96
Wealthminder
score

Malcolm Warneford-Thomson (CRD# 4802657) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 13 years of experience in the finance industry. Malcolm Warneford-Thomson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Robb T. Belschner
CRD#: 2396429
200 Vesey Street, 24th Floor, New York, NY 10281
93
Wealthminder
score

Robb Belschner (CRD# 2396429) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 23 years of experience in the finance industry.

7
William R. Bessette
CRD#: 2078999
200 Vesey Street, 24th Floor, New York, NY 10281
93
Wealthminder
score

William Bessette (CRD# 2078999) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 27 years of experience in the finance industry.

8
Peter E. Bianchetto
CRD#: 2799192
200 Vesey Street, 24th Floor, New York, NY 10281
93
Wealthminder
score

Peter Bianchetto (CRD# 2799192) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 21 years of experience in the finance industry.

9
Chadwick T. Bridgers
CRD#: 2475641
Fayetteville, AR
93
Wealthminder
score

Chadwick Bridgers (CRD# 2475641) is an Investment Advisor Representative working at Cl Wealth Management LLC in Fayetteville, AR and has over 23 years of experience in the finance industry.

10
Howard Davis
CRD#: 1782118
200 Vesey Street, 24th Floor, New York, NY 10281
93
Wealthminder
score

Howard Davis (CRD# 1782118) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 30 years of experience in the finance industry.

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